Zapier is an online automation tool that connects hundreds of apps, such as Slack, MailChimp, and now Oktopost. With the Zapier Oktopost integration you can automate repetitive tasks without coding and it's easy enough to build your own workflows with just a few clicks.
To connect your Oktopost account to Zapier you will need:
- An Oktopost account
- A Zapier account
- An invite link (click here)
Click on the invite link, log in to Zapier, and accept the invitation. To create your first Zap, choose Oktopost from the apps list and connect it using the steps below:
Copy your Oktopost API credentials
To find the Oktopost API credentials simply head to the My Profile screen in your Oktopost account and click the API link on the left.
Copy the API credentials to Zapier
Copy the Account Id and API Key from Oktopost and paste them to Zapier.
Once connected, you will be able to use the various events and triggers Oktopost has to offer within any task or workflow within Zapier.
Oktopost Triggers and Actions
Use the following Triggers and Actions to automate certain tasks.
Triggers when a new conversation is available in your inbox.
Triggers when a conversation is assigned to a new user.
New Advocacy Message
Triggers when a new message is added to the social advocacy board.
New Note on Conversation
Triggers when a new note is added to a conversation.
Triggers when a post is sent to social media.
Conversation Status Update
Triggers when a conversation status is updated.
New Social Conversion
Triggers when a social conversion is captured.
Triggers when a new campaign is created.
Triggers when a new comment or reply is available on an existing conversation.
Adds a new image to the media library.
Creates a new Oktopost campaign.
Creates a new message asset in a campaign.
Get Social Profile
Get social profile data by Id.
Get campaign data by Id.
Get message data by Id.
Finds an existing campaign by name. Optionally, create one if none are found.
Get Social Post
Get social post data by id.
Find an account user by name.
Find a lead record by email.
Get lead data by Id.
Get user data by Id.
Please note that the Oktopost Zapier app is still being tested, so please let us know if you encounter any issues or missing any part to create the perfect integration, we'd love to help!